Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$368K Sell
2023
Q4
$321K Buy
2023
Q3
$311K Hold
2023
Q2
$306K Buy
2023
Q1
$289K Sell
2022
Q4
$292K Buy
2022
Q3
$239K Sell
2022
Q2
$446K Buy